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Waterloo Capital’s JPMorgan Chase JPM Stock Holding History

Waterloo Capital’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.51M Buy
19,900
+1,050
+6% +$326K 0.37% 64
2026
Q1 		$5.54M Buy
18,850
+49
+0.3% +$14.9K 0.39% 64
2025
Q4 		$6.06M Sell
18,801
-1,529
-8% -$473K 0.44% 53
2025
Q3 		$6.41M Buy
20,330
+110
+0.5% +$32.7K 0.48% 48
2025
Q2 		$5.86M Buy
20,220
+2,284
+13% +$583K 0.47% 46
2025
Q1 		$4.4M Buy
17,936
+1,743
+11% +$444K 0.41% 58
2024
Q4 		$3.88M Sell
16,193
-734
-4% -$171K 0.41% 62
2024
Q3 		$3.57M Buy
16,927
+423
+3% +$89.1K 0.39% 65
2024
Q2 		$3.34M Sell
16,504
-663
-4% -$130K 0.4% 66
2024
Q1 		$3.44M Buy
17,167
+367
+2% +$66.2K 0.44% 55
2023
Q4 		$2.86M Buy
16,800
+5,815
+53% +$881K 0.46% 49
2023
Q3 		$1.59M Buy
10,985
+1,068
+11% +$160K 0.47% 45
2023
Q2 		$1.44M Sell
9,917
-614
-6% -$84.4K 0.43% 45
2023
Q1 		$1.37M Buy
+10,531
New +$1.44M 0.42% 45
2020
Q1 		$737K Buy
+8,185
New +$994K 0.52% 43

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Waterloo Capital's JPM Position: Q2 2026 in Review

Waterloo Capital increased its JPMorgan Chase (JPM) stake by 5.6% in Q2 2026, buying an estimated $326K and bringing the position to 19,900 shares worth $6.51M. The position accounts for 0.37% of the portfolio, ranked #64.

Waterloo Capital first reported a position in JPM in Q1 2020 and has held it in 15 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Waterloo Capital held 19,900 shares of JPMorgan Chase worth $6.51M as of Q2 2026.
  • Waterloo Capital bought 1,050 JPMorgan Chase shares in Q2 2026, an estimated $326K.
  • JPMorgan Chase made up 0.37% of Waterloo Capital's portfolio in Q2 2026, its #64 holding.
  • Waterloo Capital first reported a position in JPMorgan Chase in Q1 2020 and has held it in 15 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.